Banking and Financial Services
Explore local banks, accountants, financial planning firms, FinTech, and venture capital opportunities in Montana.
Featured Montana Firms
-
![]()
Glacier Bank
What They Do: With over 16 Montana locations, Glacier Bank offers a full range of financial products and services including personal and business deposit accounts, retirement and investment products, home equity and consumer loans, home mortgages, and commercial business loans.
Categories: Banking, Financial Services, Lending and Investments
Montana Location(s): Billings, Bozeman, Great Falls, Helena, Kalispell, Livingston, Missoula
-
![]()
Two Bear Capital
What They Do: Two Bear Capital is a prominent venture capital firm focused on investing in early-stage companies with high growth potential. They seek out visionary entrepreneurs and disruptive technologies, providing not only financial investment but also strategic guidance and mentorship to help businesses thrive.
Categories: Financial Services, Lending and Investments, Venture Capital
Montana Location(s): Whitefish
-
![]()
Zoot Enterprises
What They Do: Zoot Enterprises is a global software company that provides cutting-edge decisioning technology and tools to the world’s largest banks, digital payment processors, healthcare organizations, and retailers.
Categories: Financial Services, Fintech, Software/SaaS
Montana Location(s): Bozeman and Billings
-
![]()
D.A. Davidson Companies
What They Do: D.A. Davidson offers a wide range of financial services and advice to individuals, corporations, institutions, and municipalities nationwide.
Categories: Financial Planning, Financial Services, Lending and Investments
Montana Location(s): Great Falls, Billings, Bozeman, Helena, Kalispell, Missoula
Table of Contents
Banking
Financial Services
Check out our free financial resources guide to learn more about available funding to grow your business in Montana.
Banking
-
With over 16 Montana locations, Glacier Bank offers a full range of financial products and services including personal and business deposit accounts, retirement and investment products, home equity and consumer loans, home mortgages, and commercial business loans. Glacier Bank also offers online banking, mobile banking, mobile check deposit, and over 180 ATM locations throughout the Glacier Family of Banks footprint which includes First Bank of Montana, First Security Bank Bozeman, First Security Bank Missoula, Valley Bank of Helena, and Western Security Bank. In 2023, Glacier Bank was voted as Best Bank, Best Employer, and Best Place to Work in the “Best of” competition for Flathead Valley, Butte, Polson, and other locations throughout Montana. View profile.
See also: Glacier Bank hosts 75 tech leaders at Aug. 31 reception in Kalispell
-
American Bank Montana is a full-service, family-owned bank with a focus on providing the kinds of products and services customers in Montana need, from simple checking accounts to complex business lending, from personal bankers to advanced online services.
-
The Bank of Bozeman is an independently owned community bank serving Bozeman and the surrounding area through superior customer service, competitive products, and local business, personal, or home loans.
-
As the largest private, family-owned bank in Montana, Stockman Bank provides commercial banking, financial services, mortgage lending, agricultural banking, consumer banking, and insurance services for its clients.
-
TrailWest Bank is an FDIC-insured, locally-owned, independent bank serving western Montana with a wide range of secure and dependable financial services — all with a commitment to personal service.
Financial Services
Accounting
Financial Planning
-
Headquartered in Great Falls, Montana, with corporate offices in Denver, Los Angeles, Portland, and Seattle, D.A. Davidson offers a wide range of financial and wealth management services and advice to individuals, corporations, institutions, and municipalities nationwide. D.A. Davidson’s 1,400+ employees work from almost 100 offices stretching across 25 states and the firm is responsible for approximately $51.2 billion in client assets under management. View profile.
-
As an emerging institutional quality investment manager for Western Ranchlands, Ranchland Capital Partners provides investment management, property management, and ranch estate structuring services.
-
Boyle, Deveny & Meyer’s Certified Public Accountants (CPAs) offer accounting, tax, and consulting services for clients in Missoula County and beyond.
-
Founded in 1946, JCCS PC delivers tax, audit, and advisory services in ways that go beyond the numbers to inform sound decisions.
Financial Technology
-
For over 30 years, Zoot Enterprises has provided cutting-edge decisioning technology and tools to the world’s largest banks, digital payment processors, healthcare organizations, and retailers. As a recognized leader in the fintech & healthcare industries, Zoot’s state-of-the-art technology delivers real-time decisions accessing hundreds of cutting-edge data sources to help reduce risk and increase conversions. Zoot’s commitment to fostering innovation and collaboration is evident in its workplace culture. Zoot’s Bozeman headquarters and Billings office are both crafted to foster an atmosphere where employees can engage in open dialogue and share ideas. Zoot Enterprises is more than a company; it’s a vibrant community where innovation thrives and ideas come to life. No Suits, Montana Roots. View profile.
See also: Companies Come Together to Address Childcare Shortage for Montana’s High-tech Workforce
-
Figure is a financial technology company driven by the mission of leveraging blockchain, AI, and advanced analytics to unlock new access points for consumer credit products.
-
Glacier Crypto Alliance is a consulting firm dedicated to helping companies adopt best practices for growing their business using blockchain technology and leveraging the benefits of decentralized finance.
Venture Capital
-
Two Bear Capital is a prominent venture capital firm headquartered in Whitefish, Montana with a focus on investing in early-stage companies with high growth potential. They seek out visionary entrepreneurs and disruptive technologies, providing not only financial investment but also strategic guidance and mentorship to help businesses thrive. Driven by a mission to fuel the growth of exceptional startups, Two Bear Capital brings together a diverse team of seasoned professionals who are deeply committed to creating lasting value. Through their hands-on approach and tailored support, Two Bear Capital plays a crucial role in helping startups navigate challenges, refine their business strategies, and accelerate their growth trajectory. View profile.
-
Goodworks Ventures provides expertise and assistance including high-level strategy, in-depth financial analysis, and introductions to other capital or connections for Montana entrepreneurs. Goodworks Evergreen, an offshoot of Goodworks Ventures, provides transition opportunities to retiring owners by acquiring their local Montana businesses, with the goal of keeping quality jobs within the community.
-
Next Frontier Capital partners with mission-driven entrepreneurs to build Rocky Mountain technology companies of impact, utility, and value.
-
Virga Capital is a Bozeman-based real estate investment and development company focused on crafting spaces to better serve and help foster community.
-
With over 90 members statewide, Frontier Angels brings a vast array of mentor expertise and connections to help early-stage technology companies succeed.
Do you want to see your company featured on our list? Sign up for membership in the Montana High Tech Business Alliance today and enjoy benefits like featured directory listings, events and networking, marketing and PR, recruiting and leadership opportunities, and more.